The dream of retirement has probably been sitting in the back of your mind for years. You have an idea of what you want it to look like. You’ve saved for it. You’ve talked to financial professionals. And all of that is great… but have you done any research and planning about how to avoid common retirement mistakes? In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith share a list of items you may want to consider in order to avoid these “retirement traps” and help ensure you are able to live out your dream retirement. Together, they discuss:
- Why managing your own money, instead of relying on professionals, may not be strategic
- The need for a mix of both conservative and growth-focused investment assets
- Mistakes to avoid when considering when to take Social Security
- How to think about implementing a distribution strategy to help you meet your Social Security benefit goals
- The types of retirement scams they’re seeing out there
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
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